Episodes

  • Adobe (ADBE), 2025 Q1 earnings digest
    Jun 13 2025

    $ADBE has released its Q2 2025 earnings, highlighting strong performance with an EPS of $5.06, beating expectations, and revenue of $5.87 billion, up 11% Y/Y. 📈 Digital Media revenue grew 12%, driven by user demand for AI-enhanced products, but risks remain regarding market competition and economic conditions.

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    2 mins
  • lululemon athletica inc. (LULU), 2025 Q1 earnings digest
    Jun 6 2025

    $LULU has released its Q1 2025 earnings report. Total revenue rose 7% year-over-year to $2.37 billion, beating expectations, while EPS of $2.60 fell slightly short. Key highlights include a 60 basis point increase in gross margin, reflecting strong financial health. Risks such as tariffs and cautious consumer spending may impact future margins 📉. With a robust new product pipeline, strategic store openings, and an expanded market presence in China, lululemon remains focused on long-term growth opportunities🌱. For further insights, check details in valueverge.com/LULU.

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    2 mins
  • Broadcom Inc. (AVGO), 2025 Q1 earnings digest
    Jun 6 2025

    $AVGO reports Q2 2025 earnings with a record revenue of $15B, up 20% YoY, and EPS of $1.58, beating estimates. Key stats show strong growth in AI semiconductors 🚀, though non-AI segments are down 5%.

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    2 mins
  • Marvell Technology, Inc. (MRVL), 2025 Q1 earnings digest
    May 30 2025

    $MRVL has just released its Q1 2026 earnings, with EPS at $0.62 and revenue of $1.90B, marking a remarkable 63% year-over-year growth. Key highlights include strong demand for AI-driven solutions and a significant increase in stock buybacks, totaling $340M this quarter.

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    2 mins
  • DELL (DELL), 2025 Q1 earnings digest
    May 30 2025

    $DELL has released its earnings for Q1 2026. Key stats show revenue at $23.38B, up 5.1% Y/Y, but EPS of $1.55 missed estimates by $0.14. Early indications suggest risks in consumer demand, having declined 19%, while the enterprise sector continues to drive growth.

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    2 mins
  • COSTCO (COST), 2025 Q1 earnings digest
    May 30 2025

    $COST has released its Q3 2025 earnings, showcasing an EPS of $4.28, beating estimates by $0.04, with revenues of $63.21B, a robust 8.02% increase year-over-year. However, risks include inflation impacts on inventory and ongoing tariffs, which caused a $130 million LIFO charge this quarter, stressing financial health.

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    2 mins
  • Intuit (INTU), 2025 Q1 earnings digest
    May 23 2025

    $INTU announced its Q3 earnings, revealing impressive revenue growth of 15%, hitting $7.75B, and beat EPS estimates at $1.65. Key risks include slightly declining shares in TurboTax units due to market dynamics.

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    2 mins
  • Zoom Communications, Inc. (ZM), 2025 Q1 earnings digest
    May 22 2025

    $ZM has released its Q1 2026 earnings, reporting an EPS of $1.43, beating estimates by $0.12. Revenue reached $1.17B, growing 2.93% year-over-year and surpassing projections. Highlights include a low churn rate of 2.8%, reflecting strong customer retention. However, the Enterprise segment outlook is cautious due to elongated deal cycles amid macroeconomic challenges.

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    2 mins
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